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iShares Russell Mid-Cap Growth ETF

821 hedge funds and large institutions have $11.9B invested in iShares Russell Mid-Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 247 increasing their positions, 251 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more call options, than puts

Call options by funds: $4.04M | Put options by funds: $1.42M

103% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 31

7% more capital invested

Capital invested by funds: $11.1B → $11.9B (+$768M)

2% more funds holding

Funds holding: 801821 (+20)

0.58% more ownership

Funds ownership: 75.34%75.92% (+0.58%)

2% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 251

8% less funds holding in top 10

Funds holding in top 10: 4037 (-3)

Holders
821
Holders Change
+20
Holders Change %
+2.5%
% of All Funds
14.29%
Holding in Top 10
37
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.5%
% of All Funds
0.64%
New
63
Increased
247
Reduced
251
Closed
31
Calls
$4.04M
Puts
$1.42M
Net Calls
+$2.63M
Net Calls Change
-$1.26M
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
601
Private Capital Group
Connecticut
$271K -$24K -225 -9%
WF
602
Welch & Forbes
Massachusetts
$269K
AT
603
Arden Trust
Delaware
$268K -$30.1K -282 -11%
RW
604
REDW Wealth
New Mexico
$268K
MAFM
605
Mid Atlantic Financial Management
Pennsylvania
$268K +$21.6K +202 +9%
GIM
606
Goelzer Investment Management
Indiana
$266K
KCM
607
Kendall Capital Management
Maryland
$264K
PL
608
Plancorp LLC
Missouri
$263K
WGCA
609
Wolf Group Capital Advisors
Virginia
$263K
JWCA
610
J.W. Coons Advisors
Ohio
$261K
LA
611
Legacy Advisors
Pennsylvania
$261K
WANY
612
Wealthspire Advisors (New York)
New York
$259K -$290K -2,715 -54%
ODCM
613
Old Dominion Capital Management
Virginia
$259K
EAM
614
Evanson Asset Management
California
$258K
IBOK
615
Independence Bank of Kentucky
Kentucky
$256K
IAIM
616
International Assets Investment Management
Florida
$255K -$348K -3,259 -59%
FFS
617
Founders Financial Securities
Maryland
$255K
IIC
618
Ironwood Investment Counsel
Arizona
$254K
RF
619
RHS Financial
California
$253K
TC
620
Telemus Capital
Michigan
$251K +$31.2K +292 +15%
HCIA
621
Hochman Cole Investment Advisors
Illinois
$250K
LWCFA
622
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$249K
LSAG
623
Lake Street Advisors Group
New Hampshire
$248K
TCOV
624
Trust Company of Vermont
Vermont
$248K +$32K +300 +16%
GDP
625
Great Diamond Partners
Maine
$247K -$8.11M -75,900 -97%

IWP Hedge Fund Activity: Q2 2021 in Review

821 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q2 2021, worth a combined $11.9B — up 6.9% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new IWP positions and 31 closed out — a net gain of 32 holders — while 247 added to existing stakes and 251 trimmed.

The largest buyer was Bank of America, adding an estimated $136M. The largest seller was Morgan Stanley, cutting an estimated $237M.

  • 821 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q2 2021, up from 801 in Q1 2021.
  • Funds reported $11.9B of iShares Russell Mid-Cap Growth ETF stock for Q2 2021, up 6.9% quarter-over-quarter.
  • 63 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q2 2021 and 31 closed out, a net change of +32 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q2 2021 was Bank of America, an estimated $136M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q2 2021 was Morgan Stanley, an estimated $237M sold.

Based on aggregated 13F filings for Q2 2021.